A complete list of active advisors currently associated with BLU Capital

Warmer can help you find a great advisor at BLU Capital or one who fits your needs even better.

Blu Capital serves a mix of institutional and individual clients, including institutional investors, foundations, endowments, pension and profit‑sharing plans, private pooled vehicles, and individuals and small businesses. The firm offers portfolio management for pooled vehicles and institutions, financial planning, pension consulting, and the selection and monitoring of third‑party advisers and private fund managers. Blu Capital’s investment process combines fundamental research, quantitative modeling, factor‑based strategies, and impact/ESG screening, and it integrates financial modeling and scenario analysis into planning engagements. The firm discloses a range of engagement models — including asset‑based, fixed‑fee, hourly, and, for qualified clients, performance‑based arrangements — and also states it may offer subscription access to its written publications. Noteworthy for an investment manager, Blu Capital publishes periodicals and may provide subscription access, and it conducts educational seminars and workshops on topics such as sustainable investing, private markets, and portfolio construction. As disclosed in its initial brochure, the firm is newly founded and does not yet manage client assets, while positioning itself to advise pension plans and to work with a broad set of institutional counterparties.

To learn more about the advisors currently working at BLU Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.